Stifel Financial

Stifel Financial Portfolio holdings

AUM $110B
1-Year Est. Return 17.46%
This Quarter Est. Return
1 Year Est. Return
+17.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$22.2B
AUM Growth
+$620M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,656
New
Increased
Reduced
Closed

Top Buys

1
+$35.2M
2
+$34.5M
3
+$24M
4
PLD icon
Prologis
PLD
+$22.1M
5
GLD icon
SPDR Gold Trust
GLD
+$20.2M

Top Sells

1
+$35.9M
2
+$35.4M
3
+$24.2M
4
EMC
EMC CORPORATION
EMC
+$21.4M
5
AAPL icon
Apple
AAPL
+$20.3M

Sector Composition

1 Healthcare 12.63%
2 Technology 11.31%
3 Financials 9.93%
4 Industrials 8.59%
5 Consumer Staples 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$1.09M ﹤0.01%
+41,752
1277
$1.09M ﹤0.01%
48,612
-1,598
1278
$1.09M ﹤0.01%
32,832
-255
1279
$1.09M ﹤0.01%
57,930
-11,803
1280
$1.08M ﹤0.01%
214,804
+31,735
1281
$1.08M ﹤0.01%
15,188
+11,832
1282
$1.08M ﹤0.01%
11,225
-1,736
1283
$1.08M ﹤0.01%
26,307
-11,258
1284
$1.08M ﹤0.01%
83,633
+17,513
1285
$1.08M ﹤0.01%
+46,179
1286
$1.07M ﹤0.01%
58,996
-96,384
1287
$1.07M ﹤0.01%
17,401
-5,675
1288
$1.07M ﹤0.01%
56,259
-24,150
1289
$1.07M ﹤0.01%
30,810
-2,688
1290
$1.07M ﹤0.01%
17,451
-2,691
1291
$1.06M ﹤0.01%
55,578
-8,458
1292
$1.06M ﹤0.01%
+16,247
1293
$1.06M ﹤0.01%
22,734
-24,577
1294
$1.06M ﹤0.01%
+10,053
1295
$1.06M ﹤0.01%
18,962
+13,586
1296
$1.06M ﹤0.01%
8,006
+1,011
1297
$1.06M ﹤0.01%
42,000
1298
$1.05M ﹤0.01%
10,468
-2,640
1299
$1.05M ﹤0.01%
104,949
-12,608
1300
$1.05M ﹤0.01%
23,605
+8,690
50 51
52
53 54